Sizemore Insights

By Charles Lewis Sizemore, CFA
The following is an excerpt from a piece first published on Money & Markets. I’m the first to admit I don’t know what happens next to stock prices. You could make a credible case that, while the economy might be in for its worst recession since the 1930’s Great Depression, the S&P 500 could hit new all-time highs by year’s end due...
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I was recently quote by Vice’s Geoff Dembicki in “The Billionaires, Dollar Stores and Soup Companies Cashing in on Coronavirus.” Here’s an excerpt: There is no disputing that the coronavirus is a social and economic catastrophe—as many as 47 million Americans could lose their jobs amid a crash some experts fear could rival the Great Depression. But...
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The following first appeared on InvestorPlace. As I sit down to write this, my pick in InvestorPlace.com’s Best Stocks for 2020 contest — pipeline giant Energy Transfer (NYSE:ET) — is smack-dab in last place and nursing losses of over 60%. I’m not too thrilled about that, as you might imagine. But we’ve been here before. In the Best Stocks for 2016...
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I’ll spare you yet another “Business Continuity Plan” email. You’ve no doubt gotten dozens of those by know from everyone from your banker to the local donut shop. You don’t need another one from me. That said, the Covid-19 lockdowns have been an interesting experience in seeing an business continuity plan in action. It’s nice to...
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